Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WhiteOak Capital Multi Cap Fund vs Edelweiss Multi Cap Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

Invest Now

tortoise-icon Edelweiss Multi Cap Fund - Regular (G)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
Fund WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1481 Cr ₹2506 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Sep 2023 25 Oct 2023
Category Multi Cap Multi Cap
Fund Type Open Ended Open Ended
Benchmark Nifty 500 Multicap 50:25:25 TRI Nifty 500 Multicap 50:25:25 TRI
Turn Over % %
Expense Ratio 2.06 1.94
Manager Piyush Baranwal Trideep Bhattacharya
ISIN Code INF03VN01795 INF754K01RW0
Exits Load WhiteOak Capital Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Edelweiss Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
1 Month 6.58% 7.57%
6 Month -9.56% -14.07%
1 Year 12.58% 9.51%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
6 Month -5.85% -7.64%
1 Year -5.11% -11.21%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
1 Year 31.76% 33.22%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
Name Piyush Baranwal Trideep Bhattacharya
Total AUM ₹5379 Cr ₹0 Cr
Funds Managed 9 9
WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Edelweiss Multi Cap Fund - Regular (G)

Others 12.45 3.11
Large Cap 34.59 44.56
Mid Cap 23.66 27.24
Small Cap 29.31 25.08

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Edelweiss Multi Cap Fund - Regular (G)

Others 9.11 2.08
Energy 2.52 2.57
Industrials 11.86 12.31
Financial Services 27.44 27.99
Technology 10.32 13.48
Basic Materials 4.91 5.25
Consumer Cyclical 14.08 13.9
Healthcare 9.5 9.29
Consumer Defensive 2.51 6
Real Estate 3.09 2.55
Utilities 1.19 1.95
Communication Services 3.47 2.63

Top Comparisons

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns26.92%

VS

Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

3Y Returns8.79%

Compare Now

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns6.42%

VS

INVESCO INDIA SHORT DURATION FUND - Growth INVESCO INDIA SHORT DURATION FUND - Growth

3Y Returns5.99%

Compare Now

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns12.85%

VS

Edelweiss Large Cap Fund - Regular Plan - Growth Option Edelweiss Large Cap Fund - Regular Plan - Growth Option

3Y Returns13.57%

Compare Now

ICICI Prudential Corporate Bond Fund - Growth ICICI Prudential Corporate Bond Fund - Growth

3Y Returns7.24%

VS

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns6.12%

Compare Now
Add to Cart Successfully